Latest Institutional Purchases of Proshares Large Cap Core Plus (CSM)
This list provides information on the latest institutional transactions involving Proshares Large Cap Core Plus (CSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51KNew |
$3.29M - $3.52M
|
51K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 27.53% |
$830K - $887K
|
59.6K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.44KNew |
$545K - $582K
|
8.44K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.42K+ 4.36% |
$415K - $443K
|
154K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.6K+ 104.57% |
$297K - $317K
|
8.99K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.77KNew |
$244K - $260K
|
3.77K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.17K+ 2.93% |
$140K - $150K
|
76.2K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.94K+ 35.92% |
$125K - $134K
|
7.35K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.76K+ 5.87% |
$113K - $121K
|
31.7K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.39K+ 41.48% |
$90K - $96.1K
|
4.75K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
800New |
$51.7K - $55.2K
|
800
$54.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
800New |
$51.7K - $55.2K
|
800
$54.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
784+ 4.57% |
$50.6K - $54.1K
|
17.9K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
640+ 6.03% |
$41.3K - $44.2K
|
11.3K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
587+ 30.1% |
$37.9K - $40.5K
|
2.54K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
558New |
$36K - $38.5K
|
558
$37.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
520New |
$33.6K - $35.9K
|
520
$35.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
496+ 1.36% |
$32K - $34.2K
|
37K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
307+ 3.73% |
$19.8K - $21.2K
|
8.54K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94+ 0.49% |
$6.07K - $6.49K
|
19.3K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34New |
$2.2K - $2.35K
|
34
$2.31K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.17% |
$581 - $621
|
5.26K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.64% |
$258 - $276
|
632
$43K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$64.6 - $69
|
206
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$3.7M - $4.12M
|
63.1K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.3K+ 3.39% |
$1.72M - $1.91M
|
894K
$60.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20.7K+ 414.28% |
$1.21M - $1.35M
|
25.7K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.25KNew |
$307K - $343K
|
5.25K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
3.2KNew |
$188K - $209K
|
3.2K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 14.24% |
$162K - $181K
|
22.2K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.51K+ 1.58% |
$88.2K - $98.4K
|
96.6K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
983+ 7.81% |
$57.6K - $64.3K
|
13.6K
$923K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.72% |
$58.6 - $65.4
|
140
$9.52K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.69KNew |
$211K - $229K
|
3.69K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
260+ 0.88% |
$14.9K - $16.2K
|
29.7K
$2.02M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.14KNew |
$385K - $434K
|
7.14K
$486K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.8KNew |
$259K - $292K
|
4.8K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.07KNew |
$219K - $247K
|
4.07K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$189K - $214K
|
3.52K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.46KNew |
$187K - $210K
|
3.46K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 76.07% |
$110K - $125K
|
4.75K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$67.3K - $75.8K
|
1.25K
$84.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124New |
$6.68K - $7.53K
|
124
$8.43K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
66New |
$3.56K - $4.01K
|
66
$4.49K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.19% |
$108 - $121
|
1.05K
$71.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 16.53% |
$516K - $605K
|
77.6K
$5.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.14KNew |
$194K - $227K
|
4.14K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$187K - $220K
|
4K
$272K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.33KNew |
$109K - $128K
|
2.33K
$158K
|
|